Plan your workflow

Before you start configuring, you should plan out the statuses and processes you will need in your workflow.

Provided workflows

Each major entity type comes with a provided basic workflow that you can customize.

For example, the Supplementary Form entity comes with six basic statuses already configured. You can adapt the provided workflow to suit your needs.

• New

• Pending Approval

• Approved

• Active

• Closed

• Canceled